What are the responsibilities and job description for the Financial Advisor position at Apollo Strategic Advisors?
Financial Advisor / Wealth Advisor
Apollo Strategic Advisors on-site (Las Vegas, NV or Castle Rock, CO (and surrounding areas))
-Experienced Financial Advisor
-New Financial Advisor
Website: www.ApolloStrategicAdvisors.com
Email: Office@ApolloASA.com
We are looking for both Experienced Financial Advisors and New Financial Advisors, or anyone that is new to the industry or looking for more complete training and better opportunity as a financial advisor.
Role Description
This is a full-time, on-site role for a Registered Financial Advisor located in (Las Vegas, NV or Castle Rock, CO and surrounding areas). The Registered Financial Advisor will be responsible for providing comprehensive financial planning services, advising clients on investments, retirement planning, and wealth management strategies. Daily tasks include conducting financial analyses, developing personalized financial plans, monitoring investment portfolios, and maintaining client relationships. Contacting current clients and marketing to prospects daily. Proactively building a Financial Advisor practice for yourself. Attend weekly training sessions. The role involves both client-facing interactions and collaboration with internal teams to deliver tailored financial solutions.
Advantages
- Own your own clients and book of business
- Competitive payouts with unlimited earnings potential
- Transition Compensation available for existing books of business (if qualified)
- Work with an independent firm with the freedom to manage your own business
- Access to hands on detailed training with industry professionals to help improve an existing business or start a financial advising career form scratch
- Ability to implement a detailed business management and financial planning process
- Large range of investment, insurance, and product options
- Qualified monthly leads provided
Responsibilities
- Source prospects and develop new client relationships
- Reach out to leads and hold productive client meetings
- Implement wealth management strategies to meet client investment objectives and needs
- Manage existing client relationships
- Work with team to ensure high quality client experience
- Follow all rules, regulations, and registration requirements
Qualifications (New Financial Advisor)
- Display the ability to be a self-starter/entrepreneur.
- Be a professional at all times, both internally with our team and externally with the public
- Analytical and problem-solving abilities
- Effective communication and interpersonal skills
- Ability to work independently and collaboratively within a team
Qualifications (Experienced Financial Advisor)
- Knowledgeable in Investments and Wealth Management
- Strong skills in Financial Advisory and Client Relationship Management
- FINRA Series 7, 66 registrations and state insurance licenses
- Relevant certifications such as CFP® (CERTIFIED FINANCIAL PLANNER®) professional are a plus
- All qualifications listed above
Company Description
- Apollo Strategic Advisors prioritizes responsibility to clients, offering tailored financial services and investment management solutions to achieve unique financial goals. Our services include portfolio management, retirement strategies, tax planning, risk management, insurance strategies, estate strategies, high-net-worth strategies, and business ownership guidance. Our team of industry professionals brings decades of combined experience, catering to clients from all walks of life, whether early investors or seasoned wealth builders. We are committed to understanding clients' needs, wants, and long-term goals, developing financial strategies designed to increase probability of the individual situation along with choice and control.